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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2601
Sachetta
Massachusetts
$78.3K +$2.86K +9 +4%
OAJ
2602
Ogorek Anthony Joseph
New York
$77K +$954 +3 +1%
FP
2603
Financial Perspectives
Minnesota
$76.9K – – –
SVWA
2604
Sarver Vrooman Wealth Advisors
Missouri
$75.1K – – –
AWM
2605
AllSquare Wealth Management
New York
$74.4K – – –
FG
2606
Fairman Group
Pennsylvania
$73.1K – – –
JFA
2607
JNBA Financial Advisors
Minnesota
$71.1K – – –
PP
2608
PFS Partners
New Jersey
$70K +$1.91K +6 +3%
FPF
2609
First Pacific Financial
Washington
$69.1K – – –
JGIA
2610
Jackson Grant Investment Advisers
Connecticut
$67.4K – – –
AWM
2611
Abound Wealth Management
Tennessee
$66.6K +$10.5K +33 +20%
CCC
2612
Chelsea Counsel Company
California
$66.4K – – –
NRWA
2613
North Ridge Wealth Advisors
Oregon
$66.4K – – –
SA
2614
SRH Advisors
Kansas
$66.4K – – –
RWM
2615
Raffa Wealth Management
District of Columbia
$65.3K -$18.8K -59 -23%
WOSD
2616
WFA of San Diego
California
$63.8K -$30.5K -96 -33%
KG
2617
Kilter Group
New York
$60.8K +$4.77K +15 +9%
RF
2618
Robinswood Financial
Washington
$60.5K – – –
DF
2619
Dunhill Financial
United Kingdom
$59.3K +$318 +1 +0.6%
FMP
2620
Financial Management Professionals
Texas
$59.1K -$636 -2 -1%
IRAG
2621
Investment Research & Advisory Group
Georgia
$58.2K -$954 -3 -2%
FNWA
2622
Financial Network Wealth Advisors
Utah
$57.5K – – –
RWM
2623
Rialto Wealth Management
New York
$57.5K +$1.59K +5 +3%
RTC
2624
Riverview Trust Company
Washington
$56.1K – – –
CWP
2625
Concord Wealth Partners
Virginia
$55.5K – – –
103 104
105
106 107